See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,632 | $163,101+103.9% | $136,749+143.2% | $142,382+133.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,944 | $4,117-28.5% | $3,400-13.4% | $4,299-31.5% |
| Participant deferral / active EE | $2,944 | $5,585-47.3% | $4,692-37.2% | $6,507-54.8% |
| Admin fee / account holder | $2,041 | $14,318-85.7% | $11,386-82.1% | $12,624-83.8% |